Customer Service Specialist
Core
Serve as the first point of contact for retail banking needs and help customers meet financial goals through savings, insurance, and personal lending products.
Role type
Customer Service Specialist / Personal Banker
Builds
Retail banking products and lending solutions for local community customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
sales, lending, customer support, product matching, compliance adherence
Responsibilities
Help customers meet financial goals through savings, insurance, and personal lending products; Deliver sales and lending results; Support customers by matching products and solutions to needs; Protect customers through strict adherence and compliance to policies and regulations
Sourced via viewjobs · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
